GETTING STARTED

Start Investing Today! 

Thank you for choosing Atomi Financial Group as your investment services partner. 

It's easy to create a Atomi Online Portfolio:

1. Click on the button below, which will take you to Schwab's sign-up page.

2. Enter code TZR8 when prompted for the "Advisor Program Key", then click Continue.

3. Answer our questionnaire so we can select the right portfolio for you, given your goals, time horizon, and risk tolerance.

4. Complete the sign up form and fund the account.

5. Be on the lookout for a follow up email from Atomi!

About Schwab Institutional Intelligent Portfolios

Schwab Institutional Intelligent Portfolios is an automated investment management platform and is available exclusively through independent investment advisory firms like Atomi Financial Group.

 

Your portfolio will be managed by Atomi Financial Group and held in a brokerage account at Charles Schwab & Co., Inc.

 

Atomi and Schwab are independent of, not affiliated with, or sponsored or endorsed by each other, and neither is responsible for the communications made by or your interactions with the other.

Have Questions? Contact us

We are here to assist. Please click on the following button to contact us by phone or email:

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